CraftWealth

Regulatory Information

Clear information about the CraftWealth brand and the regulated services that may support your financial plan.
Compliance review notice: This wording is presented for transparency and must be confirmed with the appropriate compliance department before publication.

Brand and licensing

CraftWealth is the personal brand of Saurabh Kumar. Saurabh Kumar is licensed by the Financial Services Regulatory Authority of Ontario (FSRA).

Products and distribution

Insurance and investment products are offered through World Financial Group Insurance Agency of Canada Inc. and issued or provided by applicable Canadian product providers. Product documentation and disclosures identify the applicable regulated entities, providers and distribution relationships.

Educational information

Information provided by CraftWealth is intended for general educational purposes and is not a substitute for personalized financial, investment, legal or tax advice. Recommendations and product availability depend on individual circumstances, needs, objectives and applicable suitability and regulatory requirements.

Important distinction

CraftWealth is not represented on this website as an insurance company, insurer, managing general agency, bank, securities dealer, investment fund manager, registered portfolio manager or regulator.

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